Waverton Investment Management LTD Portfolio Holdings

Waverton Investment Management LTD

  • $7.08 Billion
  • Q3 2025

Waverton Investment Management LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.08 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $564M, Alphabet Inc. with a value of $473M, Amazon Com Inc with a value of $427M, Visa Inc. with a value of $383M, and General Electric CO with a value of $342M.

Examining the 13F form we can see an increase of $601M in the current position value, from $6.48B to 7.08B.

Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $7.08 Billion
Technology: $2.02 Billion
Financial Services: $2.01 Billion
Consumer Cyclical: $807 Million
Healthcare: $695 Million
Industrials: $623 Million
Communication Services: $486 Million
Energy: $189 Million
Basic Materials: $134 Million
Other: $110 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$564 Million 7.97% of portfolio
1,088,503
Q3 2025 Reduced 2.1%
$1.65T
$473 Million 6.68% of portfolio
1,945,771
Q3 2025 Reduced 10.84%
$2.39T
$427 Million 6.03% of portfolio
1,945,143
Q3 2025 Added 1.26%
$533B
$383 Million 5.41% of portfolio
1,121,755
Q3 2025 Added 21.22%
$328B
$342 Million 4.84% of portfolio
1,137,708
Q3 2025 Added 8.15%
$6B
$339 Million 4.79% of portfolio
4,922,936
Q3 2025 Added 10.85%
$222B
$335 Million 4.74% of portfolio
691,342
Q3 2025 Added 3.96%
$89.7B
$315 Million 4.44% of portfolio
1,560,628
Q3 2025 Added 20.78%
$100B
$312 Million 4.41% of portfolio
1,155,894
Q3 2025 Added 9.02%
$388B
$281 Million 3.97% of portfolio
1,736,942
Q3 2025 Reduced 4.15%
$266B
$280 Million 3.96% of portfolio
993,743
Q3 2025 Added 3.34%
$59.7B
$275 Million 3.89% of portfolio
557,699
Q3 2025 Reduced 3.56%
$1.46T
$268 Million 3.79% of portfolio
959,934
Q3 2025 Reduced 16.13%
$84.9B
$257 Million 3.63% of portfolio
1,526,734
Q3 2025 Added 28,886.79%
$77.2B
$251 Million 3.55% of portfolio
1,181,834
Q3 2025 Added 1,390.88%
$300B
$250 Million 3.53% of portfolio
723,673
Q3 2025 Added 25.54%
$182B
$225 Million 3.19% of portfolio
330,193
Q3 2025 Added 11.81%
$19.3B
$208 Million 2.94% of portfolio
4,851,909
Q3 2025 Added 12.51%
$187B
$106 Million 1.49% of portfolio
635,109
Q3 2025 Reduced 20.07%
$52.4B
$84.8 Million 1.2% of portfolio
2,466,142
Q3 2025 Added 0.22%
$881B
$80.6 Million 1.14% of portfolio
255,476
Q3 2025 Reduced 47.16%
$37.3B
$74.6 Million 1.05% of portfolio
242,653
Q3 2025 Added 10.22%
$136B
$61.2 Million 0.86% of portfolio
143,647
Q3 2025 Added 26.78%
$69.1B
$59.4 Million 0.84% of portfolio
704,331
Q3 2025 Added 3.4%
$103B
$55.2 Million 0.78% of portfolio
23,640
Q3 2025 Added 10.73%
$6.2B
$52.1 Million 0.74% of portfolio
483,515
Q3 2025 Added 1.17%
$49.5B
$50 Million 0.71% of portfolio
295,309
Q2 2025 Added 14.77%
$55.6B
$47.5 Million 0.67% of portfolio
324,909
Q3 2025 Reduced 4.42%
$4.29B
$47 Million 0.66% of portfolio
963,912
Q3 2025 Added 0.42%
$53.8B
$46.2 Million 0.65% of portfolio
196,819
Q3 2025 Added 35.28%
$19.9B
$38 Million 0.54% of portfolio
431,238
Q3 2025 Added 184.5%
$662B
$31.7 Million 0.45% of portfolio
63,013
Q3 2025 Reduced 4.09%
$7.09B
$27.2 Million 0.38% of portfolio
426,769
Q3 2025 Added 5.18%
$130B
$26.3 Million 0.37% of portfolio
73,917
Q3 2025 Added 2.34%
$5.65B
$23.8 Million 0.34% of portfolio
645,630
Q3 2025 Added 3.31%
$61.4B
$22 Million 0.31% of portfolio
53,200
Q3 2025 Reduced 12.32%
$59.1B
$18.8 Million 0.27% of portfolio
239,110
Q3 2025 Reduced 58.54%
$255B
$19.4 Million 0.27% of portfolio
58,465
Q3 2025 Reduced 92.43%
$4.3T
$14.1 Million 0.2% of portfolio
55,227
Q3 2025 Reduced 87.58%
$14.1B
$9.12 Million 0.13% of portfolio
233,227
Q3 2025 Added 7.91%
$1.74T
$8.01 Million 0.11% of portfolio
32,871
Q3 2025 Reduced 13.57%
$7.89B
$6.84 Million 0.1% of portfolio
7,322
Q4 2024 Reduced 48.31%
$0
$6.79 Million 0.1% of portfolio
181,590
Q3 2025 Added 7.13%
$0
$5.51 Million 0.08% of portfolio
212,775
Q3 2025 Reduced 0.91%
$269B
$3.9 Million 0.06% of portfolio
16,295
Q3 2025 Reduced 90.92%
$306B
$3.39 Million 0.05% of portfolio
51,084
Q3 2025 Reduced 23.5%
$465B
$2.86 Million 0.04% of portfolio
15,315
Q3 2025 Reduced 20.3%
$418B
$3.03 Million 0.04% of portfolio
16,971
Q1 2025 Reduced 57.75%
$68.4B
$1.78 Million 0.03% of portfolio
52,100
Q3 2025 Added 106.75%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $7.08 Billion
  • Prior Value $6.48 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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